WWM
WJ Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Sell |
21,690
-1,008
| -4% | -$221K | 1.5% | 22 |
|
|
2025
Q1 | $4.32M | Sell |
22,698
-1,486
| -6% | -$283K | 1.53% | 21 |
|
|
2024
Q4 | $5.31M | Sell |
24,184
-2,888
| -11% | -$634K | 1.83% | 19 |
|
|
2024
Q3 | $5.04M | Sell |
27,072
-4,880
| -15% | -$909K | 1.78% | 19 |
|
|
2024
Q2 | $6.17M | Buy |
31,952
+11,950
| +60% | +$2.31M | 2.25% | 14 |
|
|
2024
Q1 | $3.61M | Buy |
20,002
+534
| +3% | +$96.3K | 1.44% | 20 |
|
|
2023
Q4 | $2.96M | Buy |
19,468
+156
| +0.8% | +$23.7K | 1.29% | 24 |
|
|
2023
Q3 | $2.45M | Buy |
19,312
+156
| +0.8% | +$19.8K | 1.19% | 22 |
|
|
2023
Q2 | $2.5M | Buy |
19,156
+10,046
| +110% | +$1.31M | 1.18% | 22 |
|
|
2023
Q1 | $941K | Sell |
9,110
-9,110
| -50% | -$941K | 0.64% | 29 |
|
|
2022
Q4 | $1.53M | Sell |
18,220
-1,360
| -7% | -$114K | 0.89% | 22 |
|
|
2022
Q3 | $2.21M | Sell |
19,580
-400
| -2% | -$45.2K | 1.39% | 18 |
|
|
2022
Q2 | $2.12M | Buy |
19,980
+19,355
| +3,097% | +$2.05M | 1.51% | 15 |
|
|
2022
Q1 | $2.04M | Sell |
625
-13
| -2% | -$42.4K | 1.35% | 14 |
|
|
2021
Q4 | $2.13M | Hold |
638
| – | – | 1.27% | 19 |
|
|
2021
Q3 | $2.1M | Buy |
638
+6
| +0.9% | +$19.7K | 1.4% | 23 |
|
|
2021
Q2 | $2.17M | Sell |
632
-22
| -3% | -$75.7K | 6.74% | 4 |
|
|
2021
Q1 | $2.02M | Buy |
654
+2
| +0.3% | +$6.19K | 6.29% | 5 |
|
|
2020
Q4 | $2.12M | Buy |
652
+5
| +0.8% | +$16.3K | 6.61% | 4 |
|
|
2020
Q3 | $2.04M | Sell |
647
-673
| -51% | -$2.12M | 6.6% | 6 |
|
|
2020
Q2 | $3.64M | Buy |
1,320
+692
| +110% | +$1.91M | 2.55% | 11 |
|
|
2020
Q1 | $1.22M | Buy |
628
+154
| +32% | +$300K | 4.41% | 7 |
|
|
2019
Q4 | $876K | Buy |
+474
| New | +$876K | 2.21% | 12 |
|